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Contact Us

Patrick Cooke
Jeff Katzin
Sandra Kozlovic
Kassandra MacIntyre

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
Map

A Strong Financial Team Delivering Sound Wealth Management.


Wealth management can be a confusing and chaotic process resulting in poor financial performance. The process can be time consuming, emotionally draining and stressful, particularly during volatile economic conditions. The combined expertise of our team puts you on track, helping you stay the course.

 
Our team has the collective expertise to advise you both personally, and professionally. 
We have combined complementary skills allowing us to forge a group with wide-ranging expertise, efficiency, and interpersonal skills. Having managed Wealth for over 70 years combined has provided us the experience to take clients through thick and thin.

We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.  

We’re committed to provide an optimal client experience.
Our team manages a large asset bases at BMO Nesbitt Burns. These assets are spread amongst a limited number of families. For our clients, this means, not only do we have the expertise, but we also have the time to spend on them - as they deserve.

We invite you into our website to learn more about the team, our unique client-centric approach, our investing philosophy and to hear what our clients are saying about us.